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Smarter & Wise
SMARTER AND WISE is a state-registered investment adviser with $36 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Overview
SMARTER AND WISE is a state-registered investment adviser with $36 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
Are there any known operational events, hires, or transactions linked to Smarter & Wise in the past 24 months?
No. A review of financial press, press releases, and major transaction databases found no investment closings, executive appointments, office openings, or partnership announcements involving the Smarter & Wise name since at least early 2024.
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